STAR OF CALEDONIA TRUST

🌳Matureactive

SC387575 · private-limited-guarant-nsc-limited-exemption · incorporated 2010-10-25

Investment thesis

Well-run mature business — low negotiation leverage; premium likely.

Why interesting: Textbook target; clean filings, stable trading.

Why risky: No pressure on seller; any deal likely at full price.

Opportunity decay

hardening · 12-months

Already tight — no obvious softening catalysts on the horizon.

· Thesis: well-run, low negotiation leverage

🔒Estimated value

—

Upgrade to see

Turnover

—

not disclosed

Net worth

—

book net assets

Opportunity

78/100

Strong

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What this business does

Primary activity: Other service activities n.e.c.

Sector: Other service activities

Investor take

Pursue

Active trading company with a 68-year-old founder — textbook succession opportunity.

Opportunity 78/100 (strong), bankability 75/100. Strong seller-intent signal (63/100, director aged 68). Share purchase looks the cleaner deal structure. Most likely exit: share sale to pe / searcher (65/100).

Data confidence

Overall: medium (57/100)

Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.

Company profile

address, 1 SIC codes, incorporation date

100

Financials

No iXBRL financials extracted

Lenders & charges

Confirmed no charges registered

Directors & officers

15 officers (8 active, 15 linked, 10 with DOB)

Ownership & PSC

1 active PSC(s) of 5 total, 5 with control declared

Director network

4 connected companies via shared directors

Filing history

70 filings on record

Gazette notices

No matching gazette notices (standard for active companies)

Opportunity Score

78/100Strong

PassWatchWorth a lookStrongExceptional

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality

Active, clean filings, stable charge profile.

Acquirability

Strong succession / seller-readiness signals.

Risk profile

Few red flags.

Signal strength

Good data coverage for analysis.

Recent activity

Last 30 days

filing

• 1 officers

Last 90 days

filing

• 1 officers

Last 180 days

filings

• 1 officers
• 1 accounts
• 1 confirmation-statement

Counts from Companies House filing history.

Corporate timeline (45 events)Click to expand

2026-04-13
📄
change-person-director-company-with-change-date
officers · CH01
2026-01-08
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-10-01
📄
change-person-director-company-with-change-date
officers · CH01
2025-10-01
📄
change-to-a-person-with-significant-control
persons-with-significant-control · PSC04
2025-07-21
📄
appoint-person-director-company-with-name-date
officers · AP01
2025-07-14
➕
BERESSI, Julian Leon Victor appointed
director
2024-12-23
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-11
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-12-03
➕
THOMPSON, Andrea appointed
director
2024-11-04
📄
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2024-11-04
📄
withdrawal-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC09
2024-11-04
📄
notification-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC08
2024-11-04
📄
notification-of-a-person-with-significant-control-statement
persons-with-significant-control · PSC08
2024-11-04
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2024-11-04
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2024-04-18
📄
appoint-person-director-company-with-name-date
officers · AP01
2024-03-13
➕
HUMPHREY, Lucy Leah appointed
director
2024-01-16
📄
change-corporate-director-company-with-change-date
officers · CH02
2023-12-12
📄
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-04-25
📄
appoint-corporate-director-company-with-name-date
officers · AP02
2023-04-25
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-04-24
📄
notification-of-a-person-with-significant-control
persons-with-significant-control · PSC01
2023-04-24
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-04-24
📄
cessation-of-a-person-with-significant-control
persons-with-significant-control · PSC07
2023-04-11
📄
termination-director-company-with-name-termination-date
officers · TM01
2023-03-31
➕
GRETNA AND RIGG COMMUNITY COUNCIL appointed
corporate-director
2023-03-31
➖
JARDINE, Leslie Thomas resigned
secretary
2023-03-31
➖
JARDINE, Leslie Thomas resigned
director
2023-03-31
➖
GRETNA AND RIGG COMMUNITY COUNCIL resigned
corporate-director
2021-06-21
➖
HOUSTON, Alasdair George resigned
director
2021-03-23
➕
HOUSTON, Susan Jennifer Mackie appointed
director
2021-03-23
➕
WALKER, Stuart James appointed
director
2021-03-23
➕
WOOD, Roderick Michael Haydn appointed
director
2019-11-14
➕
JARDINE, Mark Arthur James appointed
director
2015-01-31
➖
WEATHERALL, Silvy resigned
director
2012-01-01
➖
GARNSWORTHY, Susan resigned
secretary
2012-01-01
➕
JARDINE, Leslie Thomas appointed
secretary
2011-12-13
➕
JARDINE, Leslie Thomas appointed
director
2011-12-06
➕
WEATHERALL, Silvy appointed
director
2011-09-27
➖
DUMFRIES AND GALLOWAY ARTS ASSOCIATION resigned
corporate-director
2010-10-25
🏢
Company incorporated
As STAR OF CALEDONIA TRUST
2010-10-25
➕
GARNSWORTHY, Susan appointed
secretary
2010-10-25
➕
HOUSTON, Alasdair George appointed
director
2010-10-25
➕
DUMFRIES AND GALLOWAY ARTS ASSOCIATION appointed
corporate-director
2010-10-25
➕
GRETNA AND RIGG COMMUNITY COUNCIL appointed
corporate-director

Owner dependency

55/100

Moderate — manageable with handover

Some founder dependency, but not acute. A structured handover period should cover most risk.

FACTORS

-8 active directors: Broader management team in place — suggests transferable governance.
+Founder age: Director aged approximately 68 — succession pressure is live.

Succession & seller-readiness

50/100

Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS

primaryFounder aged 63+: Senior director is approximately 68. Approaching typical UK retirement age — succession thinking likely.

Red flags

clean

No red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)

Shareholders & ownership

1 active beneficial owner

Name	Shares	Voting rights	Nature of control	Notified
Mrs Lucy Leah Humphrey Individual · British · DOB 02/1967 · age 59	—	—	sig. influencesignificant influence	13/03/2024

4 historic (ceased) PSCs

Ms Susan Jennifer Mackie Houstonceased 13/03/2024· significant influence · trust interest
Gretna And Rigg Community Councilceased 31/03/2023· 25-50% voting
Mr Leslie Thomas Jardineceased 31/03/2023· 25-50% voting
Mr Alasdair George Houstonceased 21/06/2021· 25-50% voting

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

Similar companies

Active · Trade services · DG postcode area

Company	Est. value	Turnover	Net worth	Staff	Age	Opp	Director
HARDIE HOLDINGS LIMITED→ SC222639 · est 2001	£2.62M £1.96M–£3.27M	—	—	2	24y	82	66y
D R W LTD.→ SC278769 · est 2005	—	—	£91.7k	—	21y	83	71y
STRANRAER MILLENNIUM CENTRE COMMUNITY TRUST→ SC189780 · est 1998	—	—	—	700	27y	83	80y
BURNFOOT FARMS→ SC387583 · est 2010 · no financials extracted	—	—	—	—	15y	82	74y
CHARLES PAISLEY & SONS LIMITED→ SC273942 · est 2004	—	—	£422.9k	—	21y	82	63y
LESLEY GREENLEES LIMITED→ SC386519 · est 2010	—	—	£244.9k	—	15y	82	83y
ROUCAN LOCH CREMATORIUM COMPANY LIMITED→ SC252072 · est 2003	—	—	—	900	22y	82	65y
ALARM SYSTEMS LIMITED→ SC168495 · est 1996	—	—	£1.05M	—	29y	81	79y
THOMSON RODDICK CALLAN LIMITED→ SC736177 · est 2022 · no financials extracted	—	—	—	—	3y	—	—
THOMSON, RODDICK & LAURIE LIMITED→ SC028073 · est 1950 · no financials extracted	—	—	—	—	75y	—	—
THORBURN FUNERAL DIRECTORS LTD→ SC723680 · est 2022 · no financials extracted	—	—	—	—	4y	—	—
TOWN DYNAMICS LIMITED→ SC254788 · est 2003 · no financials extracted	—	—	—	—	22y	—	—

Peers ranked by estimated value, then turnover, then opportunity score.See all →

🔒Tailored diligence questions

7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →

🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

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Company details

Statusactive

Typeprivate-limited-guarant-nsc-limited-exemption

Incorporated2010-10-25

Jurisdictionscotland

Primary SIC96090 — Other service activities n.e.c.

Registered office

123 Irish Street

Dumfries

Dumfries And Galloway

DG1 2PE

Filing status

Accounts

Next due: 2026-12-31

Last made up to: 2025-03-31

Confirmation statement

Next due: 2026-11-08

Last: 2025-10-25